OWA
Opal Wealth Advisors’s SPDR Blackstone Senior Loan ETF SRLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-579
| Closed | -$24.2K | – | 1031 |
|
|
2024
Q2 | $24.2K | Buy |
+579
| New | +$24.2K | 0.01% | 463 |
|
|
2023
Q3 | – | Sell |
-12,852
| Closed | -$538K | – | 157 |
|
|
2023
Q2 | $538K | Buy |
12,852
+21
| +0.2% | +$879 | 0.27% | 50 |
|
|
2023
Q1 | $532K | Buy |
12,831
+201
| +2% | +$8.33K | 0.31% | 38 |
|
|
2022
Q4 | $517K | Buy |
+12,630
| New | +$517K | 0.28% | 48 |
|